Cresset Asset Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.4M Buy
186,903
+2,374
+1% +$346K 0.1% 133
2026
Q1
$26.7M Buy
184,529
+7,834
+4% +$1.19M 0.12% 115
2025
Q4
$25.3M Buy
176,695
+2,309
+1% +$340K 0.11% 116
2025
Q3
$26.8M Buy
174,386
+5,152
+3% +$805K 0.12% 104
2025
Q2
$27M Sell
169,234
-31,757
-16% -$5.18M 0.13% 98
2025
Q1
$34.3M Sell
200,991
-8,956
-4% -$1.5M 0.17% 90
2024
Q4
$35.2M Sell
209,947
-145,557
-41% -$24.8M 0.17% 87
2024
Q3
$61.6M Buy
355,504
+1,952
+0.6% +$331K 0.24% 61
2024
Q2
$58.3M Buy
353,552
+41,076
+13% +$6.72M 0.24% 59
2024
Q1
$50.7M Buy
312,476
+39,998
+15% +$6.27M 0.24% 57
2023
Q4
$39.9M Buy
272,478
+5,917
+2% +$876K 0.24% 62
2023
Q3
$38.9M Buy
266,561
+11,795
+5% +$1.8M 0.15% 73
2023
Q2
$38.7M Buy
254,766
+193,957
+319% +$29.2M 0.05% 119
2023
Q1
$9.04M Sell
60,809
-6,666
-10% -$953K 0.18% 85
2022
Q4
$8.05M Buy
67,475
+2,701
+4% +$379K 0.1% 91
2022
Q3
$8.18M Sell
64,774
-9,388
-13% -$1.33M 0.1% 88
2022
Q2
$9.94M Sell
74,162
-10,407
-12% -$1.56M 0.12% 74
2022
Q1
$12.9M Sell
84,569
-30,342
-26% -$4.75M 0.13% 66
2021
Q4
$18.8M Buy
114,911
+21,663
+23% +$3.22M 0.18% 57
2021
Q3
$13M Buy
93,248
+7,533
+9% +$1.07M 0.18% 48
2021
Q2
$11.6M Buy
85,715
+483
+0.6% +$65.4K 0.16% 49
2021
Q1
$11.5M Buy
85,232
+18,088
+27% +$2.36M 0.18% 50
2020
Q4
$9.34M Sell
67,144
-4,872
-7% -$681K 0.15% 60
2020
Q3
$10M Sell
72,016
-228
-0.3% -$30.3K 0.19% 52
2020
Q2
$8.64M Buy
72,244
+36,100
+100% +$4.21M 0.19% 52
2020
Q1
$3.98M Buy
36,144
+5,009
+16% +$601K 0.12% 66
2019
Q4
$3.89M Buy
31,135
+5,309
+21% +$650K 0.11% 95
2019
Q3
$3.21M Buy
25,826
+4,344
+20% +$513K 0.1% 99
2019
Q2
$2.36M Buy
21,482
+3,445
+19% +$367K 0.07% 111
2019
Q1
$1.88M Buy
18,037
+4,331
+32% +$422K 0.07% 71
2018
Q4
$1.26M Buy
+13,706
New +$1.23M 0.07% 60

Other funds holding PG

Cresset Asset Management's PG Position: Q2 2026 in Review

Cresset Asset Management increased its Procter & Gamble (PG) stake by 1.3% in Q2 2026, buying an estimated $346K and bringing the position to 186,903 shares worth $27.4M. The position accounts for 0.1% of the portfolio, ranked #133.

Cresset Asset Management first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $61.6M in Q3 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cresset Asset Management held 186,903 shares of Procter & Gamble worth $27.4M as of Q2 2026.
  • Cresset Asset Management bought 2,374 Procter & Gamble shares in Q2 2026, an estimated $346K.
  • Procter & Gamble made up 0.1% of Cresset Asset Management's portfolio in Q2 2026, its #133 holding.
  • Cresset Asset Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's Procter & Gamble position peaked at $61.6M in Q3 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.